Job Description

Date Active

May 11, 2022 12:00:00 AM

Requisition #


Hours Per Week



200 Executive Blvd South-HF433





Job Description/ Requirements

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Position Summary:


Manage internal staff of the Document Management Department (combined onsite & mobile) in the day-to-day operations of the department's 5 key critical functions:

  • Pipeline
  • Ingestion
  • Review
  • Inventory (Library Services)
  • Archive (Records Retention)



  1. Manage Daily Operations of Document Management:
  • Manage staff (Document Administration Analysts and Associates).
  • Actively cross train staff to other department functions
  • Leverage team to implement various project assignments
  • Monitor pipeline of loans received from Commercial Loan Closing
  • Participate in and oversee the daily activities around:
  • Scan Commercial and Consumer Loan related documents to electronic work queues.
  • Fulfill loan file requests from other areas of the Bank and external partners (DMI, outside counsel) within established SLA.
  • Index documents to Document Management system when appropriate
  • Archive records. Interface with cold storage vendor as necessary
  • Maintain Inventory & archive tracking
  • Monitor ongoing filing efforts.
  • Interface regularly with other departments of the bank. (Compliance, Legal, Teams, Loan Servicing, Collections, etc.)
  • Serve as primary interface for large scale file request projects -- examples include, but are not limited to, Audit (internal, external), Regulators, & Compliance.
  • Manage order and functionality of document storage facility
  1. Manage paper Records Retention functions assigned to Bank Operations
  • Own the vendor relationship for paper off-site storage and shredding
  • Coach to Records Retention schedule & perform due diligence for add in requests as pertain to paper and submit to central authority
  • Play an active facilitator role with paper storage/shredding during campus & BC closings
  • Review & submit bills for payment
  • Review records transmittals for data accuracy
  • Place orders for vendor supplies and services with vendor
  • Perform annual vendor review
  • Manage bank's database of records information with 3rd party vendor
  • Address data gaps and discrepancies and recommend improvement strategies as necessary.
  1. Ensure compliance with all regulations, policies, and procedures.



  • Candidates with advanced degrees (Associates, Bachelor's) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration
  • High level triage and problem-solving skills.
  • Excellent collaborative skills (experience partnering with business professionals across a wide range of disciplines)
  • Strong attention to detail
  • Supervisory Experience
  • Experience working with the Nautilus or OnBase Imaging Systems
  • Experience with Excel

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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